Collection Settings

Collection Settings

Enable or Disable Collections


Within the admin console, there are several options to control the sharing permissions of a team, including the ability to enable Collections. Cases may arise where a team requires certain files from external sources, or there’s a need to submit files between different teams within the same organization. 

 

To enable Collections:

  1. Go to the Admin Console in the bottom-left corner of your WorkDrive account. The Admin Console page will open in a new tab. Dashboard will be selected by default.

  1. Go to the Settings panel of the Admin Console.

  1. Select Sharing. 

  1. Toggle Enable Collections on to enable your teammates to create collections.

  1. Choose who gets to create collections in WorkDrive:

    1. Anyone on the Team

    2. Team Admins only

On the flip side, there are times when it’s better to disable the collection of files due to having an already established file sharing system and thus don’t need another layer in collections.

To disable Collections in your team:

  1. Go to the Admin Console in the bottom left corner of your WorkDrive account. The Admin Console page will open in a new tab. Dashboard will be selected by default.

  1. Go to the Settings panel of the Admin Console.

  1. Select Sharing.

  1. Toggle Enable collections off.


Note:
Once Collections have been disabled for a team:
  1. Existing collections links will stop working. External users will not be able to access the collection links to upload files.
  2. New collection links can't be created.
  3. Collection owners will still be able to access the collections created by them and the files collected. However, they won't be able to modify the collection settings anymore.

For the sake of identification, you can switch between the collection creator’s name or the team name. This is helpful in cases when you’d want an external party to recognize the organization you represent. Similarly, it would be easier just to go with your name for internal communication.

To choose a display name:
  1. Go to the Admin Console in the bottom left corner of your WorkDrive account. The Admin Console page will open in a new tab. Dashboard will be selected by default.

  1. Go to the Settings panel of the Admin Console.

  1. Select Sharing.

  1. Under the Enable collections section, go over the second option, Choose which name you want to display to external users in the collection link view.

  1. Select which name to display when you link the collection to external users:

    1. Collection creator’s name: Displays the name of the collection and its creator.

    2. Team name: Displays the name of the collection and the team it’s from.


To learn more about file collection, click this link here!


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit
                              Intake FormsLegalMobile App
                              Form DesignerHRMobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsEncrypted Forms

                              Secure Forms

                              WCAG

                                      Create. Review. Publish.

                                      Write, edit, collaborate on, and publish documents to different content management platforms.

                                      Get Started Now




                                                        You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                            Manage your brands on social media


                                                              • Desk Community Learning Series


                                                              • Digest


                                                              • Functions


                                                              • Meetups


                                                              • Kbase


                                                              • Resources


                                                              • Glossary


                                                              • Desk Marketplace


                                                              • MVP Corner


                                                              • Word of the Day


                                                              • Ask the Experts


                                                                Zoho Sheet Resources

                                                                 

                                                                    Zoho Forms Resources


                                                                      Secure your business
                                                                      communication with Zoho Mail


                                                                      Mail on the move with
                                                                      Zoho Mail mobile application

                                                                        Stay on top of your schedule
                                                                        at all times


                                                                        Carry your calendar with you
                                                                        Anytime, anywhere




                                                                              Zoho Sign Resources

                                                                                Sign, Paperless!

                                                                                Sign and send business documents on the go!

                                                                                Get Started Now




                                                                                        Zoho TeamInbox Resources





                                                                                                  Zoho DataPrep Demo

                                                                                                  Get a personalized demo or POC

                                                                                                  REGISTER NOW


                                                                                                    Design. Discuss. Deliver.

                                                                                                    Create visually engaging stories with Zoho Show.

                                                                                                    Get Started Now









                                                                                                                        • Related Articles

                                                                                                                        • Collect Files

                                                                                                                          WorkDrive lets you create collection links to easily request any number of users to upload files. Once users upload their files, you will be able to view their submissions and manage their files effortlessly. You can create separate collection links ...
                                                                                                                        • Share Settings

                                                                                                                          External Sharing Share files and folders with clients or partners outside your team and allow your team members to exchange ideas by enabling external share settings. Disable them to prevent your company's data and team files from being shared ...
                                                                                                                        • Find files and folders in Team Folders and My Folders

                                                                                                                          Easily find any files or folders in Team Folders or My Folders, share items directly with other members, and change access levels if required. Find files and folders in Team Folders Click Admin Console in the bottom-left corner of your WorkDrive ...
                                                                                                                        • Draft Settings

                                                                                                                          When you create files using Zoho Office Suite in a Team Folder, they'll remain as drafts and will only be visible only to you. The creator has to mark the draft files as ready to make it visible to other team members. Draft settings in WorkDrive's ...
                                                                                                                        • File Conversion Settings

                                                                                                                          In Zoho WorkDrive, you can upload files in .docx, .pptx, or .xlsx format, and preview them. To edit these files, you need to convert them to Zoho WorkDrive format. You can choose at a team level whether newly uploaded documents, spreadsheets, and ...
                                                                                                                          Wherever you are is as good as
                                                                                                                          your workplace

                                                                                                                            Resources

                                                                                                                            Videos

                                                                                                                            Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                            eBooks

                                                                                                                            Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                            Webinars

                                                                                                                            Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                            CRM Tips

                                                                                                                            Make the most of Zoho CRM with these useful tips.



                                                                                                                              Zoho Show Resources